At MCS, we often talk about the fiduciary standard and how important we feel it is to act in your best interests. Many of you hired us because you realize the importance of a fiduciary...
Jeffrey B. Yamada
"Toto, I've a feeling we're not in Kansas any more."
Dorothy, Wizard of OZ, 1939
Financial Tornado #1
On Monday morning, August 24, 2015, panicky US investors had a boatload...
Michael C. Stalker
A slowing Chinese economy coupled with a surprise devaluation of the Chinese currency (seen as confirmation of Chinese problems) has scared the bejesus out of investors. The fear is...
Michael C. Stalker
Longtime clients understand the value that MCS brings to the table in the area of asset management. Michael’s track record – from keeping you safe during the tech meltdown at the...
Jeffrey B. Yamada
Who do you trust these days? Probably not business. The 2009 Edelman Trust Barometer showed that those in the U.S. most willing to “trust business to do what is right’” dropped...
Michael C. Stalker
The expectation of economic recovery has investors breathing a sigh of relief, and the stock market (S&P 500) has rebounded 19 percent over the first three quarters of this year. Yet...
Michael C. Stalker
This is part two of a two-part series on IRAs. In our last newsletter, I addressed “The Importance of IRA Beneficiary Designations.” When done correctly, beneficiary designations...
Michael C. Stalker
Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked our clients if they wanted to apply...
Michael C. Stalker
Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, California, Idaho, Louisiana, Nevada,...
Jeffrey B. Yamada
If you are like many of our clients the process of growing your wealth has created transitions in the advisers you hire.
As your income grew, you may have moved from doing your own...
Jeffrey B. Yamada